Sean W. Phelps

speaker

177 appearances 1 recordings 1 series first heard Jul 2026 last heard 15 Jul

Sean W. Phelps’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Living Your Legacy · How a Poor Kid Built Generational Wealth · 15 Jul 2026 podcast

Yeah.

Yeah, so quick story.

There was no financial planning in my life growing up.

My mom's version of financial planning, and God love her, was which bill can I pay out of this paycheck?

I literally remember seeing mom line up the bills on the kitchen table and what mom called the Cracker Jack house.

I didn't feel that way, but it was small.

It was cozy.

And so mom, that was our version of financial planning.

So when I got to go to university through football and athletics and then eventually start in banking, I just I thought there might be a different way, a better way, a more abundant way to kind of look at wealth.

And I just I was a consumer of information, a consumer of experiences.

So I watched bankers.

I watched attorneys.

I watched accountants, how they interacted with their own money, but also how they interacted with their clients money.

And just trying to understand and learn what's the best way to help people really think about their wealth.

Great question.

So I think for me, the past, I was fortunate to become a banker pretty early on in my early 20s.

So when I say I've been helping people with their money for 30 years, the first part of my career was as a banker.

And then this part now is a private wealth advisor, founder of a company, and now a partner.

I have partners in the business, which is another blessing.

For us, it's delivering on the promises that we've already made to our clients and making sure those promises get maintained for the next generation or even the next next generation.

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